iLocatum ยท 5 hours ago
Financial Wealth Advisor
Topeka, KS
Full-time
Onsite
Entry, Mid Level
2+ years expiLocatum is a company focused on providing financial advisory services, and they are seeking a Financial Wealth Advisor to build and manage a portfolio of high-net-worth clients. The role involves conducting financial assessments, developing tailored investment portfolios, and collaborating with specialists to deliver comprehensive wealth management solutions.
Staffing & Recruiting
Responsibilities
Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance
Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation
Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve
Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools
Collaborate with internal specialists to provide holistic wealth management solutions
Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations
Educate and guide clients through complex financial concepts to support informed decision-making
Qualification
Required
Must have a Book of Business to bring to the firm
Preferred
2-3 years' experience as Financial Advisor preferred
Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred
Company
iLocatum
iLocatum is an executive search firm representing job openings in virtually every industry and job function across the country.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase